Negotiating an IT outsourcing deal has many steps, from sending out the request for proposal (RFP) to nailing down contract terms, including service-level agreements (SLAs). Those processes can be easier if you have best practices or
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even IT outsourcing templates to follow, as they walk you through the steps and decision points.
Here, we have compiled a sampling of free IT outsourcing templates to help enterprise organizations in their sourcing strategies. These include SLA templates, RFP templates and more. Offered by a range of organizations, from professional associations to vendors and publishers, the templates and other materials can help you enter into a sourcing negotiation confidently and reach your goals. Have a look.
| Sourcing templates and scorecards |
SOURCE: Finpro Shanghai (an association of Finnish companies that presented in
China)
OFFERING: A step-by-step guide to setting selection
criteria, evaluating candidate companies, requesting and comparing quotations and testing
orders.
SOURCE: Strategic Sourcing Europe
OFFERING: Links to three supplier scorecards that will help you measure
and monitor your supplier performance, quality and cost.
SOURCE: Ethiosys Inc.
OFFERING: A guide to metrics for measuring
the success of your IT outsourcing deal, such as network availability and delivery time, as well as
an uptime calculator.
| SLA templates |
SOURCE: Information Technology Services
OFFERING: A format for assessing vendor
responsibilities and procedures, and a measureable description of services being provided.
SOURCE: KnowledgeLeader
OFFERING: A sample template for developing
SLAs that addresses file delivery expectations, escalation actions and resources, services
hours for problem resolution and more.
SOURCE: Sourcingmag.com
OFFERING: A series of essays providing advice on setting outsourcing SLAs, including
doing a risk assessment, covering contract disputes and managing the contract after it's
signed.
SOURCE: The SLA Toolkit
OFFERING: A partial SLA
template for clauses related to quality of service, remedies for breaches, compensation,
customer duties and more.
| Software outsourcing RFP template |
SOURCE: Toolbox for IT
OFFERING: A Google Doc of an RFP
addressing technical specifications, engagement governance, project management and more.
Let us know what IT outsourcing templates work for you; email Rachel Lebeaux, Associate Editor, or follow her on Twitter @rlebeaux.